We've updated the plugin to support email addresses with multiple periods in their domain names. This improvement ensures greater flexibility and accuracy when entering and storing email information. You can now successfully add and validate email addresses like jane.doe@example.co.ca.

The vendor approval feature has been improved to handle email addresses in a case-insensitive manner (e.g., Jane.Doe@example.com). This ensures that users can approve requests regardless of how their email address is capitalized.

The payment status display has been updated to include a new status, "Waiting for Approval" to all relevant History pages. This improvement gives you a more precise understanding of where your payment is in the process, making it easier to track transactions that are pending review. Please note that this new status will be visible on all new transactions going forward.

You may now see that the Payment Approvals product is available with your ERP. Please note, this product is currently in a pilot phase. To inquire about being added to the pilot, please reach out directly to your Bank Representative.

August 13, 2025

For more information on Payment Approvals, please refer to our Product Guide:

We've improved our billboard notifications. This update ensures that critical information is more prominent and easier to read, providing a more seamless and informative experience.

July 16, 2025

We resolved a bug that affected how discounts were applied to bills.

June 20, 2025

June 16, 2025

We have renamed all references to BAI Code to Transaction Code in the Balances & Transactions section and the Transaction Details pop-up. This change helps us better support global clients and aligns with industry standards.

We are excited to announce a new feature for Vendor Bank Details Approvals through the BMO Plugin. This new feature streamlines the approval process, improves data accuracy, and enhances security and granular control over vendor banking information within the plugin.

Key Features and Benefits:
* Multi-level Approvals: Establish up to three approval levels with multiple approvers at each level, requiring a specified number of approvals for each stage.
* Approval History: Maintain a comprehensive audit trail of all approval requests, including approved, rejected, and pending requests, with detailed information about each action.
Impact on Payment Processing: Pending approval requests prevent payments to the affected vendor, ensuring payments are processed only with accurate and approved bank details.
* Approval Workflows: Define customized approval processes for different types of vendor bank detail changes (updates, additions, deletions).
* ERP-Synced Change Handling: Approvals are required for manual changes within the FISPAN plugin. Changes originating from your ERP system are automatically synced, preventing accidental overwrites and ensuring data consistency.

To access the Vendor Bank Details Approval module, please follow the below steps:

* Access Approval Workflows: Log in to the FISPAN Portal (sys.fispan.live) and navigate to the Vendor Record Approvals section in the Control Center.
* Create and Manage Workflows: Define your approval workflows, specifying approvers, required approvals, and applicable entities.
* Review and Approve Requests: Access pending approval requests within the Intacct plugin, review the proposed changes, and approve or reject them accordingly.

June 11, 2025

For more details on the Vendor Bank Details Approval module, please refer to our Product Guide: 


To enhance the payment confirmation review process, clients can now export payment details before proceeding to pay using the new 'Export' button. The Export button gives you two formats for downloading the report i.e. 'List Bills' and 'By Payment' for easy review, record-keeping, and sharing.

We have fixed an issue on the Payables page where clients with multiple Payment Methods couldn't see the complete list while paying a bill, preventing them from scrolling through the list. This update ensures all available Payment Methods are now accessible.

May 14, 2025

April 9, 2025

March 21, 2025

Resolved a bug that affected clients when an account’s entity identifier was missing.

March 19, 2025

March 12, 2025

Fixed an issue where some mapped accounts for clients with a large number of bank accounts were not appearing in the Payment Confirmation pop-up. The pop-up now correctly loads and displays all mapped accounts.

February 12, 2025

Clients can now set a single available payment method as the default for their vendors and unselect it when needed. This enhancement also enables filtering by the default payment method on the Payment Method and Pay Bills pages, simplifying vendor payment workflows.

The Payment Methods page and associated popups have been redesigned with a refreshed interface to ensure a consistent look and feel across the Intacct plugin. Updated popups include: Vendor Overview, Addresses, Email Groups, Bank Accounts, Mass Updating Vendor Settings and CSV Import. These improvements create a cohesive experience throughout the plugin.

January 15, 2025

Fixed an issue on the Payables and Payment Method page where users were unable to unselect the default payment method for a vendor. This fix ensures that users can now successfully unselect a payment method.

December 11, 2024

November 13, 2024

Payer Email Displayed on the Payment History Page
The email of the client who submits a payment (Payer Email) has been added to the Payment History page. For each payment submitted through the plugin, expanding the record on the Payment History page will now show the individual’s email, allowing clients to track who submitted the payment for processing.


BAI codes displayed on the Transactions page and the BAI2 file export option have been removed. Clients will now have the option to export transactions via .csv file. 


Help Drop-Down Button Added to the Plugin
We’ve added a help button to each plugin page, providing quick access to Product Guides, Release Notes, and Support Contact information.

July 17, 2024

June 12, 2024

We've resolved an issue which was causing payments to not properly process if you did not have a default source account selected. 

As part of this fix, we have automatically selected a default source account for you if you did not have one selected. To change the default value. Login to sys.fispan.live. Hover over the three dots beside Intacct and select Associate Accounts. On the right hand of the page where the bank accounts are matched, hover over your desired source account. A star icon should appear, click on the icon. When making payments, this account will show up as your default account when navigating through the payment confirmation screen. 


We've resolved an issue where the Last Updated date for bank balances on the Balances and Transactions page didn’t reflect the actual bank sync time. With this fix, the Last Updated date now accurately reflects the latest bank sync time and timestamps are consistent across all plugin pages. 

May 24, 2024

To maintain the Pay Bills page's formatting and prevent rows from expanding due to lengthy method names, we've shortened the display name. This adjustment effectively resolves formatting issues and ensures the consistent appearance of the Pay Bills page.

We've resolved an issue with the Source Account drop-down display on the Confirm Payments screen not displaying the selected account. Now, the default bank account designated in the FISPAN Wizard's Account Matching step will be preset for selection. This preset selection persists until changed, even after page refresh. 


May 15, 2024

The “Please try again later” messaging has been removed from the Communication Error banner that appears when the Bank API is inaccessible to dissuade users in those countries from retrying. This is due to OFAC-sanctioned countries are not permitted to access the plugin.


April 10, 2024

We're excited to announce significant enhancements to the Payment Methods page within your Intacct bank plugin! These improvements are designed to streamline your payment processes and provide greater flexibility in managing vendor payment information.

Key Features and Benefits:
* Multiple Payment Information Sets: Users can now store more than one set of vendor payment information simultaneously, catering to both International and Domestic payments.
* Enhanced Vendor Address Management: Enjoy the flexibility of assigning multiple addresses to a single vendor, facilitating smoother transaction management.
* Expanded Email Address Storage: Store multiple email addresses for the same payment method, eliminating the need for the "email override" column. Users can now conveniently select the desired email address for each transaction.
* User Interface Enhancements: Experience a more intuitive interface with various improvements:
* Soft Display of Default Payment Method: Default payment methods are now softly displayed, improving visibility and usability.
* Gear Icon for Batch Updates: A gear icon has been added to the Combined Bills column, enabling users to update all vendors at once, saving time and effort.

To leverage the enhanced Payment Methods page, please follow the below steps:
* Update your Intacct plugin
* With Intacct open, refresh your browser window
* Navigate to the Payables page and refresh again
* Allow ~20 minutes for the migration to automatically trigger and process before navigating to the Payment Methods page


March 14th, 2024

Bug fix to report correct error messages when failing to post a Fund Transfer if it fails on both CDJ and CD GL accounts.

February 14th, 2024

Intacct has updated their color scheme from blue to green in their 2023 Release 4, resulting in a color mismatch in various links and buttons in the bank plugin. An update has been made to the bank plugin to ensure consistency between the plugin and other areas of Intacct.

January 17th, 2024

General bug fixes and improvements to reliability.

December 6th, 2023

November 15th, 2023

The BMO Intacct plugin is now available! This plugin supports bill payments and the ability to view your bank balances and transactions within Intacct. The following methods are supported for bill payments: ACH, EFT, US Domestic Wire, Canadian Domestic Wire.

On the Account Details page of Balances & Transactions, the date range users can export their bank transactions for has been limited to 65 days due to large date ranges causing the retrieval and export services to fail. A small update to include this messaging upfront is pending.

October 18, 2023

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Release Notes (Intacct)